This complimentary newsletter is an educational resource with “links” on financial exploitation and behavior that may contribute to privacy concerns/financial exploitation. CREDIT/SOURCE: Judy Christman Yates, DPA, Criminologist
Check out our Feature in this week’s edition of the Montecito Journal!
February 13 – 20, Vol 26 Issue 7 [Village Beat]
“UCSB grad Lindsay Leonard thanks grandmother for 11 years of success at helm of Santa Barbara Fiduciary, p. 32”
Lindsay Leonard of Santa Barbara Estate Services became a licensed California Professional Fiduciary this year and earned certifications in Professional Fiduciary Management for Conservators and for Trustees. She also became a National Certified Guardian and joined the Professional Fiduciary Association of California. These credentials will allow her to enhance the scope of services offered to existing clients and expand her practice to a wider audience.
Lindsay Leonard said taking care of her grandmother before she passed away was like getting “a crash course in eldercare.” The aftermath was equally revealing. As it turned out, it was a useful education that prepared her well for the business she recently launched — Santa Barbara Estate Services.
Estate trustees and executors frequently find that administering an estate after the passing of a loved one is overwhelming and requires enormous time and effort. Santa Barbara Estate Services has just launched a service to help these trustees in settling an estate.
